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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feucht Financial Group, Llc. | Fond Du Lac | WI | 07/2017 | 05/2023 |
| Fox Valley Savings Bank | Fond Du Lac | WI | 05/2016 | 05/2017 |
| South Hills Golf & Country Club | Fond Du Lac | WI | 05/2016 | 05/2017 |
| Ymca | Fond Du Lac | WI | 05/2015 | 05/2017 |
| Woodbury Financial Services Inc | Fond Du Lac | WI | 04/2020 | 01/2024 |
| Osaic Wealth, Inc. | Manitowoc | WI | 01/2024 | Present |
1. RUBY WEALTH MANAGEMENT LLC POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 06/29/2023 ADDRESS: 2316 Washington St, Manitowoc WI 54220, United States DESCRIPTION: During Tax season, our representatives also offer tax preparation services for our investment clients and other individuals. 2. HIBBARD & RUBY WEALTH MANAGEMENT POSITION: I am going to be doing business as "Hibbard & Ruby Wealth Management" NATURE: I am going to be doing business as "Hibbard & Ruby Wealth Management" INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2023 ADDRESS: 2316 Washington St, Manitowoc WI 54220, United States DESCRIPTION: I am going to be doing business as "Hibbard & Ruby Wealth Management"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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